Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Burdeaux-neal is an investment advisor representative with LPL Financial LLC. Kimberly has been in the industry since August 2011 and is registered in California. Kimberly is also licensed to sell securities. Kimberly has a Series 7 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Kimberly has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Kimberly's areas of expertise include financial planning, portfolio management, and retirement planning. Kimberly is committed to providing her clients with personalized investment advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/23/2021 - Present
LPL Financial LLC (IRVINE CA)
CA
08/03/2011 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
BC
Issued 07/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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